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Horizon Financial Services’s State Street SPDR Portfolio Developed World ex-US ETF SPDW Stock Holding History

Horizon Financial Services’s Portfolio SPDW Stock Details SPDW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$14.2M Buy
282,447
+2,682
+1% +$133K 5.46% 5
2026
Q1 		$12.8M Buy
279,765
+4,774
+2% +$224K 5.64% 4
2025
Q4 		$12.2M Sell
274,991
-2,020
-0.7% -$88.3K 5.56% 5
2025
Q3 		$11.9M Buy
277,011
+8,278
+3% +$343K 5.65% 5
2025
Q2 		$10.9M Sell
268,733
-7,261
-3% -$278K 5.77% 6
2025
Q1 		$10M Sell
275,994
-41,877
-13% -$1.51M 5.6% 6
2024
Q4 		$10.8M Buy
317,871
+2,944
+0.9% +$105K 6.1% 4
2024
Q3 		$11.8M Buy
314,927
+12,652
+4% +$457K 7.03% 4
2024
Q2 		$10.6M Buy
302,275
+8,674
+3% +$309K 6.7% 4
2024
Q1 		$10.5M Buy
293,601
+75,785
+35% +$2.6M 6.76% 4
2023
Q4 		$7.41M Buy
217,816
+2,960
+1% +$94K 5.23% 5
2023
Q3 		$6.66M Buy
214,856
+12,095
+6% +$391K 5.35% 6
2023
Q2 		$6.6M Buy
202,761
+6,531
+3% +$213K 5.37% 5
2023
Q1 		$6.3M Sell
196,230
-2,693
-1% -$85K 5.4% 5
2022
Q4 		$5.91M Sell
198,923
-5,130
-3% -$147K 5.1% 8
2022
Q3 		$5.26M Sell
204,053
-12,737
-6% -$367K 4.68% 7
2022
Q2 		$6.25M Buy
216,790
+4,986
+2% +$158K 4.82% 8
2022
Q1 		$7.26M Buy
211,804
+23,669
+13% +$821K 4.63% 5
2021
Q4 		$6.86M Buy
188,135
+33,282
+21% +$1.22M 4.17% 7
2021
Q3 		$5.61M Buy
154,853
+57,787
+60% +$2.15M 3.69% 10
2021
Q2 		$3.57M Buy
+97,066
New +$3.6M 2.59% 15

Other funds holding SPDW

Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
AF
Allworth Financial Folsom, California $23.6B AUM 20.99% 1-Year Est. Return
AOI
Auto-Owners Insurance Lansing, Michigan $4.43B AUM 30.05% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
TCIIS
TIAA-CREF Individual & Institutional Services New York $29.1B AUM
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Horizon Financial Services's SPDW Position: Q2 2026 in Review

Horizon Financial Services increased its State Street SPDR Portfolio Developed World ex-US ETF (SPDW) stake by 0.96% in Q2 2026, buying an estimated $133K and bringing the position to 282,447 shares worth $14.2M. The position accounts for 5.46% of the portfolio, ranked #5.

Horizon Financial Services first reported a position in SPDW in Q2 2021 and has held it in 21 quarters since. 1,226 funds tracked by Wall St. Rank hold SPDW as of Q2 2026.

  • Horizon Financial Services held 282,447 shares of State Street SPDR Portfolio Developed World ex-US ETF worth $14.2M as of Q2 2026.
  • Horizon Financial Services bought 2,682 State Street SPDR Portfolio Developed World ex-US ETF shares in Q2 2026, an estimated $133K.
  • State Street SPDR Portfolio Developed World ex-US ETF made up 5.46% of Horizon Financial Services's portfolio in Q2 2026, its #5 holding.
  • Horizon Financial Services first reported a position in State Street SPDR Portfolio Developed World ex-US ETF in Q2 2021 and has held it in 21 quarters since.
  • 1,226 funds tracked by Wall St. Rank held State Street SPDR Portfolio Developed World ex-US ETF as of Q2 2026.

Based on Horizon Financial Services's 13F filing for Q2 2026, filed 20 Jul 2026.